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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before sending your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects helps your students develop a sales roadmap. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible, and reinforcing seller confidence, which in turn increases the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they make a purchase or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

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What Our Customers Say

5

For this being my first time ever doing this, Big Fundraising Ideas made the fundraising process extremely easy! They were always available to address any concerns that we had. The product quality was also great. Our sales actually doubled from previous years as we brought in more money than ever before! We are definitely interested in working with them again next year!

Chelsi Persellin
PTA Fundraising Coordinator
Webb Elementary
Raised:
$43,603.00
5

We have worked with Big Fundraising Ideas for 5 years now and are completely pleased with their service. I would recommend them to everyone!

Rey Escalante
PTA President
Flour Bluff Intermediate
Raised:
$17,384.50
5

We really liked the service and the assistance that was given to us with our fundraising. Product quality was good and the prize incentives were excellent. Big Fundraising Ideas was excellent and I will definitely recommend them to others!

Kathy Ortiz
Counselor
Sanders Elementary
Raised:
$15,373.50
5

The overall service that Big Fundraising Ideas provided was very good and they were also helpful when we needed them. In addition, product quality was good.

Janice Rudd
Principal
Pinecrest School
Raised:
$2,500.00
5

Big Fundraising Ideas is always very helpful. They go out of their way to make sure our fundraisers go smoothly. If there is ever a question we can always call on them.

Lisa Zamoran
Secretary
Sam Houston Elementary
Raised:
$17,899.50
5

Thank you very much. It was a pleasure to work with Big Fundraising Ideas. God Bless you and your company. It was wonderful!

Angelica Perez
PTC President
Alma Pierce Elementary
Raised:
$23,757.00
5

The overall service that we received from Big Fundraising Ideas was exceptional! I would definitely use Big Fundraising Ideas for our future fundraiser!

Marry Jo Torres
PTA Secretary
Fannin Elementary
Raised:
$14,396.00
5

We have done business with you for several years and we keep coming back! Thank you for your organization, service and personal attention!

Carmen Zavala
Principal
Villarreal Elementary
Raised:
$13,143.65
5

The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

Adan Ramirez
Assistant Principal
Pearson Elementary
Raised:
$10,350.00
5

Everything ran smoothly with Big Fundraising Ideas. Step by step instructions were great. Thank you!

Maria Elena Rodriguez
Fundraising Chair
John F. Kennedy Elementary
Raised:
$28,091.00
5

It was a great experience and great products. The overall service that we received from Big Fundraising Ideas was very good.

Chanda Goff
Dance Committee Sponsor
The Colony Education Center
Raised:
$500.00
5

We have been working with Big Fundraising Ideas for over 5 years. Their service continues to be exceptional and they have helped us increase our profit tremendously!

Brenda Martinez
Assistant Principal,
C. Santos Benavides School
Raised:
$72,194.50
4

I got immediate answers via email to all my questions. The orders were packaged separately by seller which was a great help. There was only one item missing from one box. Overall I was very pleased.

Karen Meredith
BPA Sponsor/Teacher
Waller High School
Raised:
$1,055.87
5

My experience with your company was more than satisfactory. I have worked with vendors in the past and have never had such a smooth experience.

Amy Doughty
Sophomore Class Advisor/Teacher
Sandusky High School
Raised:
$1,102.50
5

Big Fundraising Ideas was very helpful as the student sales reports were excellent and done for you! It was a great money maker with little work involved!

Laurie Cisneros
PTA President
Noonan Elementary
Raised:
$26,618.00